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Disclosery

Integrated Wealth Concepts LLC: SHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on SHY, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 143,218 SHY shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 143,218 shares
    Change vs previous 13F -4,197 shares

    0.08% of the 13F portfolio, value $11,759,662.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 147,415 shares
    Change vs previous 13F +2,337 shares

    0.1% of the 13F portfolio, value $12,172,038.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 145,078 shares
    Change vs previous 13F -20,745 shares

    0.14% of the 13F portfolio, value $12,015,393.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 165,823 shares
    Change vs previous 13F -65,243 shares

    0.12% of the 13F portfolio, value $13,756,715.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 231,066 shares
    Change vs previous 13F -1,679 shares

    0.19% of the 13F portfolio, value $19,146,141.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 232,745 shares
    Change vs previous 13F +63,892 shares

    0.22% of the 13F portfolio, value $19,255,030.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 168,853 shares
    Change vs previous 13F -13,109 shares

    0.16% of the 13F portfolio, value $13,842,528.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 181,962 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,130,166.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).